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Gene Munster
Autonomy Progress is Proving to be Slow
Patience is a virtue. We recently gathered data from the nine companies leading the race to build fully autonomous systems for passenger cars. Almost all companies are finding that delivering full self-driving is slow going, more challenging than believed six…
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Autonomous Vehicles
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Google
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Tesla
Gene Munster
Loup TV 096: “Bitcoin 2021” Further Mainstreams Crypto
Gene’s joined by crypto experts, Hector Fernandez and Sal Ternullo, to discuss why Bitcoin 2021 was analogous to Woodstock, an industry’s turning point.
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Blockchain
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Cryptocurrency
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Deepwater TV
Gene Munster
Apple’s Key to Its Health Ambitions: Class II Watch Features
The Wall Street Journal reported that Apple has an internal project codenamed “Casper,” which has explored the possibility of creating an Apple primary care network. A primary care network is a group of doctors and clinics that focus on delivering basic medical…
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Apple
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Augmented Reality
Gene Munster, Andrew Murphy
Loup TV 091: Apple’s Mixed Reality Goggles Timeline
Gene and Andrew discuss the timing of Apple’s mixed reality headset and lean on pattern recognition to predict when the product is launched.
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Apple
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Augmented Reality
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Deepwater TV
,
Virtual Reality
Gene Munster
Commerce-at-Home Central to Apple’s AR Ambitions
There’s a long shot Apple previews a mixed reality (MR) headset at WWDC next week. Whether or not it’s previewed doesn’t change the high probability that Apple will eventually launch an MR and AR headset. Today, AR/MR headset adoption is so…
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Apple
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Augmented Reality
,
Virtual Reality
Gene Munster
Previewing WWDC 2021
Apple’s annual Worldwide Developers Conference (WWDC) will take place June 7-11. The event is a time for the company to preview its software updates to developers, alongside the occasional hardware update. Below we’ve outlined what we expect Apple to announce…
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Apple
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Augmented Reality
,
Virtual Reality
Gene Munster
Loup TV 085: Your Thoughts Can Control Hardware
Gene is joined by Dr. Ramses Alcaide, founder of Neurable, to discuss brain-computer interfaces, including the company’s new smart headphones.
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Deepwater TV
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Venture Portfolio
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Wearables
Gene Munster, Andrew Murphy
Enjoy Is a Pure Play on Experiential Retail at Home
Every 25 years there’s a paradigm shift in retail. The last was ecommerce in 2000, preceded by bigbox retailers in the 80s, and shopping malls in the 50s. We believe retail is on the cusp of its next paradigm shift:…
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Apple
,
Enjoy
,
Retail
Gene Munster, Andrew Murphy
Rethinking Ecommerce: Convenience vs. The Experiential
This is the second in a multi-part series rethinking ecommerce. The series is based on three premises: Ecommerce is just commerce at home. Today, almost all retail transactions involve some digital elements. Shopping now happens on a spectrum between the…
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Amazon
,
Apple
,
Enjoy
,
Retail
Andrew Murphy
Investing in Xwing
Regional air cargo transportation networks are under pressure from the growing demand for ecommerce delivery. A labor shortage among pilots compounds the challenge facing operators. According to a new report from OliverWyman, 83% of regional cargo operators can’t recruit enough talent. Moreover,…
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Autonomous Vehicles
,
Venture Portfolio
Gene Munster
Apple Readies to Pioneer AR Evolution
When we started Loup four years ago, AR was an enabling technology we believed would be transformational over the next decade. It’s made progress since then, with enterprise AR use cases beginning to materialize, along with continued commitment and investment…
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Apple
,
Augmented Reality
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Google
,
Meta
,
Microsoft
,
Virtual Reality
Gene Munster, Andrew Murphy
Rethinking Ecommerce as Commerce at Home
This is the first in a multi-part series rethinking ecommerce. The series is based on the following three premises: Ecommerce is just commerce at home. Ecommerce is all grown up. It’s time to break away from the early-internet paradigm where…
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Airbnb
,
Amazon
,
Apple
,
Enjoy
,
Retail
,
Tesla
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